See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,429 | $97,757-32.0% | $83,848-20.8% | $135,375-50.9% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -12.24% | 1287.37%-1299.6pp | 850.88%-863.1pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,548 | $4,222-63.3% | $3,631-57.4% | $4,779-67.6% |
| Participant deferral / active EE | $1,931 | $4,682-58.8% | $4,082-52.7% | $5,609-65.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |